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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
HubSpot’s standard export process often excludes the association IDs and relationship data that serve as natural matching keys between deal pipeline and customer data, leaving you with valuable but disconnected datasets.
Here’s how to recover missing matching keys and combine pipeline and customer data using advanced association recovery and matching techniques.
Recover association data for proper matching using Coefficient
Coefficient solves the missing matching keys problem by accessing HubSpot’s underlying association data that native exports typically omit, while providing advanced techniques for combining data when keys are truly absent.
How to make it work
Step 1. Import pipeline data with full association context.
Use Coefficient to import deal pipeline data with contact association IDs for direct matching, company association IDs for company-level matching, and primary contact designations for relationship hierarchy that standard exports miss.
Step 2. Generate enhanced matching keys.
Create multiple potential matching keys including company name + deal owner combination, contact email domain + deal source, and phone number + industry + deal stage to provide multiple connection points between datasets.
Step 3. Apply pipeline-specific matching strategies.
Use different approaches based on deal stage: early stage deals matched on lead source + company + contact role, mid-stage deals using contact engagement data + deal amount ranges, and closed deals matched on company + close date + deal value.
Step 4. Implement advanced combination techniques.
Import both datasets into Coefficient with maximum available fields, use probabilistic matching based on multiple weak signals, create confidence scoring for matches using weighted criteria, and implement fuzzy matching for company names and contact information from HubSpot .
Achieve high match rates with comprehensive data combination
This approach achieves high match rates even when traditional keys are missing, providing actionable combined pipeline and customer insights that drive better sales decisions. Start combining your pipeline and customer data today.
